Purchases and Sales Made in Q4 2024 in Etfis Ser Tr I (PFFA)
This table provides information about the institutional ownership of Etfis Ser Tr I (PFFA) during Q4 2024. The information is specifically focused on institutions that hold shares of ETFIS SER TR I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.13K+ 0.97% |
$134K - $142K
|
641K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.02K+ 2.54% |
$131K - $140K
|
243K
$4.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.75K+ 11.83% |
$125K - $133K
|
54.3K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.7K+ 14.2% |
$124K - $132K
|
45.9K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5KNew |
$109K - $116K
|
5K
$101K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.84KNew |
$106K - $112K
|
4.84K
$97.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.6K+ 29.87% |
$100K - $107K
|
20K
$403K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.59K+ 34.18% |
$100K - $107K
|
18K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
4.41KNew |
$96.1K - $102K
|
4.41K
$88.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.19K+ 10.32% |
$91.5K - $97.3K
|
44.8K
$903K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.8K+ 40.11% |
$82.8K - $88.1K
|
13.3K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.65K+ 4.13% |
$79.7K - $84.7K
|
92.1K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.37K+ 30.08% |
$73.4K - $78.1K
|
14.6K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.26K+ 11.09% |
$49.4K - $52.5K
|
22.7K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.2KNew |
$48.1K - $51.1K
|
2.2K
$44.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.02K+ 31.45% |
$44.1K - $46.9K
|
8.44K
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.44KNew |
$31.4K - $33.4K
|
1.44K
$28.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.37K+ 6.38% |
$29.9K - $31.8K
|
22.9K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3KNew |
$28.4K - $30.2K
|
1.3K
$26.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.11K+ 1.33% |
$24.3K - $25.8K
|
84.8K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.03KNew |
$22.5K - $23.9K
|
1.03K
$20.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.01K+ 18.72% |
$22.1K - $23.5K
|
6.42K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 19.72% |
$21.9K - $23.3K
|
6.08K
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
845+ 8.76% |
$18.4K - $19.6K
|
10.5K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
842+ 2.21% |
$18.4K - $19.5K
|
38.9K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
747+ 4.02% |
$16.3K - $17.3K
|
19.3K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
741+ 0.76% |
$16.2K - $17.2K
|
98.2K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
612New |
$13.4K - $14.2K
|
612
$12.3K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
460+ 0.26% |
$10K - $10.7K
|
178K
$3.59M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
410New |
$8.95K - $9.52K
|
410
$8.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
380New |
$8.29K - $8.82K
|
380
$7.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$6.55K - $6.96K
|
300
$6.04K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
300New |
$6.55K - $6.96K
|
300
$6.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
242+ 2.26% |
$5.28K - $5.62K
|
11K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
241+ 26.78% |
$5.26K - $5.59K
|
1.14K
$23K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
220+ 28.17% |
$4.8K - $5.11K
|
1K
$20.2K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
207+ 1.76% |
$4.52K - $4.8K
|
12K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
206+ 7.7% |
$4.49K - $4.78K
|
2.88K
$58K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
201+ 7.45% |
$4.39K - $4.67K
|
2.9K
$58.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
190New |
$4.15K - $4.41K
|
190
$3.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
170+ 1.75% |
$3.71K - $3.95K
|
9.86K
$199K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
165+ 36.67% |
$3.6K - $3.83K
|
615
$12.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
160+ 0.69% |
$3.49K - $3.71K
|
23.4K
$471K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
146+ 205.63% |
$3.19K - $3.39K
|
217
$4.37K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
112+ 5.5% |
$2.44K - $2.6K
|
2.15K
$43.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
111+ 462.5% |
$2.42K - $2.58K
|
135
$2.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79+ 39.11% |
$1.72K - $1.83K
|
281
$5.66K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
63New |
$1.37K - $1.46K
|
63
$1.27K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
61+ 2.88% |
$1.33K - $1.42K
|
2.18K
$43.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
32New |
$698 - $743
|
32
$644
|